Financial Advisor / COO at Craft Wealth Services
Jeff Doan, a CERTIFIED FINANCIAL PLANNER™ at Craft Wealth Services, brings over a decade of experience helping individuals and families achieve their financial goals. His journey in wealth management began at ING Financial Partners in 2011, followed by roles in private banking with Wells Fargo Advisors and financial advising with Capital One Investing. Since joining Craft Wealth Services in 2018, Jeff has been instrumental in developing customized solutions for wealth creation and risk-appropriate investment strategies for our clients.
With a Bachelor's in Management from George Mason University and a Financial Planning Certificate from Bryant University, Jeff's expertise is in tailoring unique planning structures that serve as a cornerstone for long-term client partnerships. His approach to wealth management emphasizes the uniqueness of each client's situation, focusing on understanding their vision and developing strategies aligned with their goals and risk tolerance. Outside the office, Jeff is an avid golfer, cyclist, and traveler. He is dedicated to building strong, lasting relationships with clients and families as Craft Wealth Services continues to grow. For professional inquiries, Jeff can be reached at jeff@craftwealthservices.com or 703.348.6610. For more information on Jeff Doan's professional qualifications and services, please visit the SEC's Investment Adviser Public Disclosure (IAPD) website.
Expierience
Craft Asset Management LLC
Capital One Investing
Education & Certificates
BBA Management
